ContactContact
AI Training Cooperation model Integrations Case Studies
See Live Demo
AI Agent will call you
Expert consultation
Expert call
JDE AI Bridge AI Practice for NetSuite RAG Knowledge Base RAG - Cloud Edition JDE Cloud Connector Doc AI Doc AI for AI Agents Voice AI Agent
See Live Demo
AI Agent will call you
Expert consultation
Expert call

Cut process costs
and invoice approval time

We streamline your financial document flow — from invoice receipt to CFO decision. Automation where work is repetitive. People where decisions are needed.

Consult your accounting processConsult your accounting process Choose your areaChoose your area
Finance & accounting — financial document automation
55%
Process cost reduction
Automated invoice processing and cost approval
75%
Approval time savings
Invoices processed without manual intervention
80%
Fewer errors and duplicates
AI verifies compliance with contract and budget SLA

From financial bottlenecks to full cost control

Manual entry, approval backlogs and human errors — this is not a people problem. It's a system problem.

9:41
Karolina (Financial Controller)
Is invoice #F-2024/1138 compliant with the contract and budget limit?
Finance agent (Xelto AI)
I have checked the invoice. The amount, payment date and supplier data are all compliant with the framework agreement. The remaining budget in the category covers the payment.
Invoice #F-2024/1138
Amount 42 300,00 PLN
Payment due Today by 4:00 PM
Verification status Approved
Attachment chaos
E-invoicing systems provide data, but the team still manually matches invoices with thousands of documents and attachments.
Decision paralysis
The process stalls because managers must manually verify invoice compliance against terms agreed in emails and specifications.
After-the-fact budget control
Without automatic linking of invoices to budgets, the CFO learns about costs when it's already too late to react.
Costly discrepancies
National systems miss errors hidden in attachments. Inconsistent data means real losses and tax risks.

Your digital finance team

Six financial areas — one cohesive AI agent system for your department.

Your team approves, AI executes

You gain a system that prepares 100% of the data, but every final decision is always authorised by a human with a single click.

100% of data prepared by AI
The agent reads, verifies and matches documents automatically — by the time it reaches a person, everything is already checked.
Human decides with a single click
Only non-standard cases reach the manager. The rest are processed automatically — without losing control.

A new AI employee deployed in 4 weeks

Integrates with the software you already use.

Enterprise-grade integrations
Your new agents know enterprise tools. They painlessly map financial and invoice data.
SAP Oracle JDE NetSuite Salesforce Client ERP
Deployment in 4 weeks
From contract signing to the first agent in production. No months of implementation and IT project risk.
55%
process cost reduction
75%
approval time savings
80%
fewer errors and duplicates
42 days
pilot deployment

Proven results.
Not promises.

Case Study
Challenges
Rising operational costs Execution bottlenecks No budget visibility Financial data errors
Talk to an expertTalk to an expert

Use Case Examples

The system imports bank statements and monitors the mailbox — interpreting payment specifications in any format (XLS, PDF, email). AI manages tolerance rules and writes off minor underpayments. If the discrepancy is too large — it emails the customer, interprets the reply, and settles the transaction.

Full Use CaseFull Use Case
92%
AR items closed without touching the keyboard
−4 days
DSO reduction
−75%
finance team workload

AI monitors ERP balances and triggers multi-stage scenarios: reminder email, Voicebot call in the debtor's language with payment declaration recording. Every contact attempt — even unsuccessful — is recorded with a transcript in the ERP/CRM record.

Full Use CaseFull Use Case
−22%
DSO reduction
+65%
soft-phase effectiveness
Global
debt collection in any language

Your data never leaves your organisation

See the full architecture

GDPR
GDPR compliance Full compliance with EU personal data protection regulations.
ISO 27001
ISO 27001 certified International standard for information security management.
No model training Your data never feeds into public AI models.
Human-in-the-Loop Every critical decision requires human approval.
Air Gap & Firewall Local AI operates exclusively within your infrastructure.
On-premise / Private Cloud The system and your data never leave your company.
RBAC and ABAC Management sees everything, employees only their own operations.
Data masking PII masked automatically before reaching the AI model.
Go to Trust CenterGo to Trust Center

Questions that come up
at every deployment

No. It will relieve them of work they shouldn't be doing — transcribing and tracking. They become an analyst and decision-maker. It's a change of role, not a headcount reduction.
The system compares it against the contracts database. If the situation is ambiguous — it escalates to a person with full context. It never decides autonomously in unclear cases.
No. On-Premise or Private Cloud. No data goes to external models. Details in the Trust Center.
An automatic dashboard: costs, risks, cash flow forecast and decision recommendations. Generated in real time — without manual data gathering.
Pilot: 4–6 weeks. Full deployment: 2–3 months depending on ERP complexity. System and process mapping is included in the project scope.

Your first Digital Accountant
in 42 days

According to PwC, only 34% of enterprises manage to take AI solutions beyond the pilot phase into production. At Xelto, we start with an audit — we calculate ROI before you make a decision.

Schedule an auditSchedule an audit Let's talkLet's talk